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iShares ESG Aware MSCI USA ETF

237 hedge funds and large institutions have $2.97B invested in iShares ESG Aware MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 73 increasing their positions, 11 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 12

564% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 11

475% more funds holding in top 10

Funds holding in top 10: 423 (+19)

146% more capital invested

Capital invested by funds: $1.21B → $2.97B (+$1.77B)

114% more funds holding

Funds holding: 111237 (+126)

8.17% more ownership

Funds ownership: 70.54%78.71% (+8.2%)

Holders
237
Holders Change
+126
Holders Change %
+113.51%
% of All Funds
5.22%
Holding in Top 10
23
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+475%
% of All Funds
0.51%
New
140
Increased
73
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$761M +$867M +12,738,287 +2,521%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$640M
Bank of America
3
Bank of America
North Carolina
$284M +$109M +1,601,361 +48%
LPL Financial
4
LPL Financial
California
$113M +$132M +1,941,655 +7,110%
BlackRock
5
BlackRock
New York
$95.3M +$70.4M +1,034,310 +166%
PAS
6
Park Avenue Securities
New York
$85.5M +$101M +1,487,924 New
Osaic Holdings
7
Osaic Holdings
Arizona
$84.9M +$100M +1,475,881 New
JP Morgan Chase
8
JP Morgan Chase
New York
$78M +$35.5M +521,238 +62%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$60.8M +$72M +1,057,837 New
Wells Fargo
10
Wells Fargo
California
$52.2M +$39.6M +581,716 +179%
Morgan Stanley
11
Morgan Stanley
New York
$41.5M +$48.2M +708,274 +5,321%
ECM
12
ETrade Capital Management
Virginia
$38M +$45M +661,370 New
MML Investors Services
13
MML Investors Services
Massachusetts
$35.1M +$38.7M +568,404 +1,352%
Goldman Sachs
14
Goldman Sachs
New York
$33.9M +$7.62M +112,001 +23%
UBS Group
15
UBS Group
Switzerland
$27M +$23.8M +348,996 +288%
Ameriprise
16
Ameriprise
Minnesota
$23M +$22.2M +325,674 +427%
PFG
17
PAX Financial Group
Texas
$20.7M +$14.6M +214,297 +191%
WP
18
WealthSource Partners
California
$20.7M +$23.6M +346,322 +2,512%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$19.7M +$22.9M +336,112 +4,713%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.3M +$21M +308,519 +1,102%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$17.6M +$20.9M +306,811 New
Northern Trust
22
Northern Trust
Illinois
$14.9M +$17.4M +256,169 +8,264%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.8M +$3.2M +47,083 +24%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$11.8M +$13.4M +196,933 +2,418%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$10.3M +$12.5M +183,312 New

ESGU Hedge Fund Activity: Q1 2020 in Review

237 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware MSCI USA ETF (ESGU) for Q1 2020, worth a combined $2.97B — up 146% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new ESGU positions and 12 closed out — a net gain of 128 holders — while 73 added to existing stakes and 11 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $867M. The largest seller was Jane Street, exiting entirely with an estimated $5.74M sold.

  • 237 institutional investors held iShares ESG Aware MSCI USA ETF (ESGU) as of Q1 2020, up from 111 in Q4 2019.
  • Funds reported $2.97B of iShares ESG Aware MSCI USA ETF stock for Q1 2020, up 146% quarter-over-quarter.
  • 140 funds opened new iShares ESG Aware MSCI USA ETF positions in Q1 2020 and 12 closed out, a net change of +128 holders.
  • The largest iShares ESG Aware MSCI USA ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $867M added.
  • The largest iShares ESG Aware MSCI USA ETF seller in Q1 2020 was Jane Street, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2020.